Tax planning is an ever-important, but often neglected, part of financial health. Over the years, taking advantage of seemingly small tax deductions can add up to a tremendous amount of wealth, due to the impact of compound interest. (For an extreme example of this,...

Note: Special thanks to Daniel D. Munster, a Georgia top-rated elder law attorney, for a recent presentation in our offices on this subject, as well as much of the background information for this post. Please note that nothing herein is legal or investment advice....

In a recent Gallup survey, 64% of Americans said that they worry about having enough money for a comfortable retirement, and this fear has many re-examining their budgets to find additional ways to save for their golden years. But maybe you are part of the group that...

As our clients and friends probably already know, we recently held a Medicare Open Enrollment webinar to help clients better understand how to navigate the “Medicare maze” of choices during this important time. While we had a tremendous turnout and...

If you’re like most people, the information you receive about Medicare through the mail, from insurance agents, or talking with friends, family, and co-workers, is confusing! And the abundance of conflicting information can leave you anxious, worrying that you’ll do...

Long-Term Care Planning It’s been particularly challenging for our firm to provide clients with comprehensive, in-depth, expert advice in the very specialized area of long-term care planning. That’s why we’re pleased to announce that we have retained...